Basis: Trailing twelve months (TTM net income over the latest quarterly balance sheet). Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on assets (ROA) high or low?
The return on assets (ROA) of 1.51% is 63% below its 5-year average of 4.05%, near the low end of its 5-year range (0.36%–7.89%).
57.64% below its 12-month average of 3.56%.
Reported quarterly return on assets; no daily interpolation. Q2 FY2026 (2026-06-30): 0.00%.
RETURN ON ASSETS (ROA)
1.51%
RETURN ON ASSETS (ROA) AVG TTM
3.56%
RETURN ON ASSETS (ROA) AVG 3Y
4.02%
RETURN ON ASSETS (ROA) AVG 5Y
4.05%
RETURN ON ASSETS (ROA) AVG 10Y
3.59%
RETURN ON ASSETS (ROA) AVG 15Y
N/A
RETURN ON ASSETS (ROA) AVG 20Y
N/A
CURRENT VS TTM AVG
-57.64%
CURRENT VS 3Y AVG
-62.41%
CURRENT VS 5Y AVG
-62.75%
CURRENT VS 10Y AVG
-57.99%
CURRENT VS 15Y AVG
N/A
CURRENT VS 20Y AVG
N/A
SECTOR MEDIAN · FINANCIAL SERVICES
1.23%
median of 710 covered companies
CURRENT VS SECTOR MEDIAN
+22.27%
vs the sector median at left
Carlyle Secured Lending, Inc.
Market Cap
$729.72M
Return on Assets (ROA)
1.51%
TTM Avg
3.56%
3Y Avg
4.02%
5Y Avg
4.05%
Market Cap
$728.69M
Return on Assets (ROA)
0.85%
TTM Avg
0.20%
3Y Avg
0.54%
5Y Avg
0.78%
Market Cap
$727.94M
Return on Assets (ROA)
-2.00%
TTM Avg
2.03%
3Y Avg
2.64%
5Y Avg
3.10%
Market Cap
$732.40M
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$722.78M
Return on Assets (ROA)
N/A
TTM Avg
N/A
3Y Avg
N/A
5Y Avg
N/A
Market Cap
$737.50M
Return on Assets (ROA)
1.27%
TTM Avg
1.25%
3Y Avg
1.22%
5Y Avg
1.26%
Market Cap
$716.58M
Return on Assets (ROA)
5.15%
TTM Avg
6.26%
3Y Avg
5.85%
5Y Avg
6.65%
Market Cap
$757.78M
Return on Assets (ROA)
1.08%
TTM Avg
0.82%
3Y Avg
0.69%
5Y Avg
0.67%
| NAME | MARKET CAP | RETURN ON ASSETS (ROA) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Carlyle Secured Lending, Inc. (CGBD) | $729.72M | 1.51% | 3.56% | 4.02% | 4.05% |
| Washington Trust Bancorp, Inc. (WASH)vs › | $728.69M | 0.85% | 0.20% | 0.54% | 0.78% |
| New Mountain Finance Corporation 8.250% Notes due 2028 (NMFCZ)vs › | $727.94M | -2.00% | 2.03% | 2.64% | 3.10% |
| OFS Credit Company, Inc. (OCCIM)vs › | $732.40M | N/A | N/A | N/A | N/A |
| WisdomTree Artificial Intelligence and Innovation Fund (WTAI)vs › | $722.78M | N/A | N/A | N/A | N/A |
| Independent Bank Corporation (IBCP)vs › | $737.50M | 1.27% | 1.25% | 1.22% | 1.26% |
| VersaBank (VBNK)vs › | $717.32M | 0.50% | 0.66% | 0.75% | 0.82% |
| Fidus Investment Corporation (FDUS)vs › | $716.58M | 5.15% | 6.26% | 5.85% | 6.65% |
| Shore Bancshares, Inc. (SHBI)vs › | $757.78M | 1.08% | 0.82% | 0.69% | 0.67% |
| Armada Acquisition Corp. II (XRPN)vs › | $757.82M | 1.28% | 0.75% | 0.75% | 0.75% |
ROA
1.5%
ROE
3.4%
ROA = Net Income / Total Assets
Return on assets measures how efficiently a company generates profit from its total assets.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON ASSETS (ROA) |
|---|---|
| 2025-12-31 | 2.51% |
| 2024-12-31 | 4.62% |
| 2023-12-31 | 4.75% |
| 2022-12-31 | 4.19% |
| 2021-12-31 | 7.89% |
| 2020-12-31 | 0.36% |
| 2019-12-31 | 2.80% |
| 2018-12-31 | 1.88% |
| 2017-12-31 | 4.17% |
| 2016-12-31 | 4.68% |
| 2015-12-31 | 1.69% |
| 2014-12-31 | 0.78% |
| 2013-12-31 | -0.74% |
| 2012-12-31 | 0.00% |
